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Online Resumes with "Wealth management "
Administrative Assistant - 20 Years of Experience - Near 33467
I have worked as a Series 7 registered sales assistant for 28 years to wealth managers
Tags for this Online Resume: Series 7 sales assistant
Loan Officer - 20 Years of Experience - Near 34747
Personal, dynamic and goal oriented Business Development Officer with sixteen years of service to the Central Florida business community. Versatile background includes expertise in commercial lending, deposit gathering, portfolio management and credit analysis, gained while serving in International, Corporate, Commercial, Branch Management and Private Banking at SunTrust Bank. Proven success in providing guidance, insight...
Tags for this Online Resume: MBA, Bilingual, Formal Credit Training, 20 Years Banking Experience, Relationship Manager, Commercial Lender, Business Banker
Chief Executive Officer - 20 Years of Experience - Near 33301
• An International Banking and Brokerage expert responsible for multijurisdictional legal entities in banking and brokerage with emphasis on compliance regulations in the US, Europe and Asia. • Strong leader and motivator with in-depth strategic decision planning and execution responsibilities • Competitive and results driven Executive with bottom line accountability for global wealth management operations. • Driven by s...
Tags for this Online Resume: strategic planning, turn-around, entrepreneurial, problem solver, competitive, profit driver, build scale, restructure
Customer Service Manager - 18 Years of Experience - Near 33708
Tags for this Online Resume: Florida, Wealth Management/Trust/Planning, Customer experiencee, Mortgage/Commercial/lending, Business Developement/Sales
Sales Manager - 10 Years of Experience - Near 77035
BECOMING FINANCIAL ADVISOR, PRIVATE CLIENT OR WEALTH MANAGEMENT
Insurance Sales Representative - 2 Years of Experience - Near 10305
Tags for this Online Resume: Financial services, Annuity, Wealth management , College fund, Estate preservation , Retirement , Investment , Long term care
Phlebotomist - 1 Years of Experience - Near 30043
I have 10 years of experience with domestic, and international trade....commodities, Financial Banking Instruments, Private Foreign Currency Exchange, Private Placement Platform, Financial Wealth Management Etc. My goal is to seek hiring positions for companies that with commodities and trade background, and relationship with domestic and international companies. I can be instrumental with my experience, and years of develo...
Tags for this Online Resume: Commodities, Private Placement Platform, Bank Debentures, Buy sale Trade, Trade, Fuel Product, Private Currency Exchange, Private Investment
Vice President - 20 Years of Experience - Near 14094
I am looking for an opportunity to transition from banking/financial services into technology or other industry. I am a seasoned professional with many skills that are outlined in my Executive Summary and Resume. I am excited to find a company I can grow with.
Ideal Companies: Technology, Manufacturing and Service
Tags for this Online Resume: Buffalo, Microsoft, Payroll, Analysis, Sales, Excel, Project, Cloud, Finance, Insurance
Administrative Assistant - 15 Years of Experience - Near 23503
Trust Administration- Wealth Management
Portfolio Manager, Staff Manager
Tags for this Online Resume: account management, director, financial services, portfolio manager, vice president, financial manager, Manager
Financial Analyst - 2 Years of Experience - Near 11416
• Market and sell appropriate investment products, financial and wealth management services/products to clients. • Ability to create a sales and marketing strategy for new client relationships
Ideal Companies: JP MORGAN CHASE , Investment Banking Department
Tags for this Online Resume: Financial Analyst, Account Manager, Financial Adviser
Financial Planner - 9 Years of Experience - Near 92115
I am a CFP(R) with 9 years of experience helping individuals remove the fear of not know when, or if, they can retire, and getting business owners out of the Board Room full-time, and onto the golf course full-time. I want to broaden and increase my reach of clientele to help them with their Wealth Management needs.
Tags for this Online Resume: San Diego, CFP, Wealth Management, Financial Advisor, planning, investment, insurance, estate planning
